Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Repeal of IRC section 1031: What your clients need to know
By Tom NawrockiIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
July 29, 2015
‘We’ve Got to Be Close to the Bottom’ on Energy: Cushing FounderWith low energy-equity prices and robust yields, investors should consider "gradually" getting back into the sector, says Cushing founder Jerry Swank.
July 29, 2015
5 top LTCI rescue ideas from other countriesThe United States isn't the only place where millions of boomers are getting ready to retire.
July 29, 2015
5 top LTCI rescue ideas from other countriesThe United States isn't the only place where millions of boomers are getting ready to retire.
July 29, 2015
Private Equity Dry Powder Hits Record $1.3 Trillion in Q2Private equity dry powder reached a record $1.3 trillion at the end of the first half, up 18% from the end of December, according to Preqin.
July 27, 2015
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying StocksIn building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
July 27, 2015
SMA Manager of the Year Todd Solomon on Building a 'SWAN' PortfolioWe want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager, says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
July 25, 2015
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''